FOR IMMEDIATE RELEASE
Moisand Fitzgerald Tamayo, LLC named to list of America’s top 250 independent financial planning and wealth management firms by Forbes, again
Orlando, October 8, 2025 – For the third consecutive year, Forbes has named Moisand Fitzgerald Tamayo, LLC (MFT) to its list of the 250 Top RIA firms in America for 2024. MFT serves financial planning and wealth management clients as a Registered Investment Advisor (RIA), works only for clients directly, never sells products and is 100% locally owned and independent. The firm is highly respected and is no stranger to top firm lists, having been so recognized at various times by USA Today, Financial Advisor, the Financial Times, Advisor HQ, and RIA Biz, most recently when CNBC named the firm to its list of the top 100 financial advisors in the U.S. MFT has also been named one of the 75 Best Places to Work for Financial Advisors by Investment News five times since 2019. These and other accolades make MFT one of the most decorated truly independent financial advisor firms in the U.S.
The Forbes list was compiled by SHOOK research. Full detail about the methodology can be found here. Some highlights:
“SHOOK is completely independent and objective and does not receive compensation from the advisors, firms, the media, or any other source in exchange for placement on a ranking…SHOOK Research creates rankings of role models—firms that are leading the way in offering best practices and providing a high-quality experience for clients. A focus on both quantitative and qualitative factors, including telephone and in-person meetings, is imperative…SHOOK Research is the only ranking firm that interviews firms and advisors via telephone and in person at the firm’s location…When we meet with a firm or an advisor for a due diligence meeting, we are always thinking to ourselves, ‘Would we recommend this firm (or individual) to a friend or family member?’ Quality is always first; if we’re going to include a firm (or advisor) on our rankings, we have to make sure everyone is of the highest quality.“
Moisand Fitzgerald Tamayo, LLC serves as financial advisors in Orlando, Melbourne, Tampa, Jacksonville, Daytona Beach, Lake Mary, Lakeland, Ft. Pierce, West Palm Beach, Boca Raton, Ft. Lauderdale and Dallas.